Multi-channel brands need unified P&L, customer cohorts, and cash flow forecasts-not 12 separate dashboards. All in Excel your CFO already trusts.
Unified P&L: Shopify vs Amazon vs wholesale. True profit by channel after all fees and COGS.
Cohort LTV by source. See which channels bring repeaters vs one-and-done buyers.
13-week cash forecast. Know your runway, plan supplier payments, avoid surprises.
Growing brands juggle Shopify, Amazon, wholesale, and paid ads across 5+ platforms. You need to know: which channel drives profitable customers? Where's cash going? What's our actual LTV by source? Board meetings need clean numbers, fast. Our Excel kits unify everything-no PhD in data required.
Every report built for growing brands managing complexity:
Download once, edit formulas, present to your board. It's Excel-not another dashboard.
Which channels bring customers who actually repeat
→ Stop wasting budget on one-hit wonders
Know your runway and when cash gets tight
→ Plan supplier payments, avoid panic
True ROAS across Facebook, Google, TikTok after refunds
→ Reallocate budget to winners
Reduction in executive reporting time
Revenue optimization identified annually
Faster strategic decision making
Real-time access to key metrics
all channels (Shopify, Amazon, ads)
LTV or Cash Flow kit
board-ready Excel
First unified report in under 3 minutes.
"Instagram customers looked great on first order but never repeated. **Google Ads had 3x better LTV**. We reallocated $5K/month and doubled profitable growth."
Even shifting **$5K/month ad budget** from Facebook to Google (based on real LTV data) or avoiding **one cash crunch** pays for a year of Spreadsheet Broccoli.
Advanced store analytics, multiple brand reporting, and B2B wholesale data
FBA profitability, advertising performance, and inventory metrics
Unified reporting across online, retail, and wholesale channels
Google, Facebook, TikTok, and email marketing performance attribution
Yes - we pull from all channels and normalize fees so you can compare apples-to-apples. Shopify 2.9% vs Amazon 15% fees shown side-by-side.
We track customers from first touch (UTM/source) through repeat purchases. See which channels bring one-time buyers vs repeat customers over 90+ days.
Excel gives you full flexibility. Edit formulas, add custom calculations, model scenarios. It's your data, your way.
That's exactly what it's built for. Professional formatting, clean charts, transparent calculations. Board-ready out of the box.
Updates weekly. Based on actual payout schedules, order pipeline, and historical patterns. Conservative by design - no surprises.
Get your first report free and see your data in Excel in under 2 minutes.
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